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Spdr S&p 500 Etf shares owned by Lucia Wealth Services

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lucia Wealth Services from 13F filings

Historical chart of Lucia Wealth Services investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Lucia Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Lucia Wealth Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $2.4M 7.1k 334.89
2020-06-30 $1.9M 6.1k 308.43
2020-03-31 $1.4M 5.6k 257.84
2019-12-31 $1.6M 4.9k 321.87
2019-09-30 $1.4M 4.6k 296.82
2019-06-30 $1.3M 4.4k 293.00
2019-03-31 $1.4M 4.8k 282.55
2018-12-31 $1.1M 4.5k 249.83
2018-09-30 $1.1M 4.0k 290.77
2018-06-30 $1.1M 4.1k 271.37
2018-03-31 $1.1M 4.1k 263.24
2017-12-31 $489k 1.8k 266.78